+435.2%
ROIV vs WING
+3.2%
+432.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.9% |
| 7D | +9.5% | -0.5% | +10.0% | +9.5% |
| 30D | +21.0% | +32.3% | -11.3% | +14.3% |
| 3M | +18.7% | +50.2% | -31.4% | +8.6% |
| 6M | +44.5% | +31.7% | +12.9% | +33.9% |
| YTD | +92.9% | -29.6% | +122.5% | +101.1% |
| 1Y | +100.2% | -29.7% | +129.9% | +108.0% |
| 3Y | +375.0% | -19.8% | +394.8% | +315.5% |
| 5Y | +435.2% | +3.1% | +432.1% | +288.1% |
| All | +435.2% | +3.2% | +432.0% | +288.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling